Document collection for rental property investors
Rental Property Investor Mortgage Documents: Checklist & Portal
Investor files scale badly: every property adds a lease, a mortgage statement and a tax bill. Startly keeps the whole package in one place so the fourth property is as easy to document as the first.
9 items, 8 required. Based on the live template brokers use in Startly.
Why these files stall
What goes wrong with rental property investors.
Documents for five properties arrive in one giant, unlabeled email.
Missing T776 rental schedules stall the debt-service calculation.
Lenders ask for updated statements mid-file and you start over.
The checklist
Rental property investor document checklist
Income verification for every owned property plus the subject property's rental income.
Every item ships with a plain-English description in the client portal, so your client knows exactly what to photograph.
- 1
Government-issued photo ID
RequiredDriver's licence or passport, front and back.
- 2
Credit check consent
RequiredSigned consent form from your broker. Do not upload your SIN card.
- 3
90 days of bank statements
RequiredAll pages, all accounts used for the down payment.
- 4
Proof of down payment
RequiredStatements showing funds, or a gift letter if applicable.
- 5
Purchase agreement & MLS listing
OptionalFully signed, with all schedules.
- 6
Lease agreements for all rental properties
Required - 7
T1 Generals, last 2 years
RequiredIncluding Statement of Real Estate Rentals (T776).
- 8
Mortgage statements for all owned properties
Required - 9
Property tax bills for all owned properties
Required
How Startly collects this for you
Send once. Startly does the follow-up.
- 01
Pick the template, send the link
Choose the "Rental property investor" checklist, add or remove items for this file, and send it to your client by text or email.
- 02
Your client verifies and uploads from their phone
They confirm the last 4 digits of their phone number, see every item with a plain-English description, and photograph or upload each one. No account needed.
- 03
Reminders run until the file is complete
Startly nudges your client on your schedule, stops when the last item lands, and hands you one organized package ready to submit.
Curious how the rest works? See the full product tour or compare plans.
FAQ
Common questions.
What does a mortgage broker need for a rental property purchase?
Lease agreements for every rental you own, two years of T1 Generals including the T776 Statement of Real Estate Rentals, mortgage statements and property tax bills for all owned properties, plus the standard ID, down-payment and purchase documents.
Early access
Collect rental property investors' documents without the chase.
Join the waitlist and get 3 months free when early access opens.
More checklists